The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Are you an accredited U.S. investor?
PostedJuly 5, 2019
With mixed signals coming from stock and bond markets, no end in sight to U.S./China trade wars, and a potential war brewing in the Middle East, Rob Edel provides his insights on the current state of markets and what we might expect going forward.
Nicola Wealth Financial Advisor Ethan Astaneh hosts with Nicola Wealth CIO ROb Edel as the two discuss how things have evolved over the past couple of months for the global economy, what stock and bond markets are currently telling us, and which key factors are driving recent developments.
They also dive into how the U.S.’s efforts in the Middle East may be impacting the trajectory of the global economy, and the Powell pivot, notable development with the EU economy, and his short and long-term predictions for the Canadian economy.
Join host, Ethan Astaneh, and recurring guest, Rob Edel, to hear this quarter’s Market Commentary!
Facebook’s New Cryptocurrency, Libra, Explained
The Powell Pivot
“May in Review: A He Said Xi Said Situation,” May Market Commentary by Rob Edel
The Approval of the Trans Mountain pipeline
Rob is the Chief Investment Officer at Nicola Wealth.
Before joining the team at Nicola Wealth, Rob spent nine years working for one of Canada’s largest money managers and — most recently — as a Portfolio Manager responsible for managing U.S. equities for the firm’s high net worth clients. Previous to that, he spent seven years working for the Treasury Department of a Major Canadian Chartered Bank, splitting his time between Vancouver and Toronto. Rob has completed his CFA and is a member of the Association for Investment Management and Research (AIMR).
For his full bio, visit: nicolawealth.com/our-team/rob-edel
Ethan is a Financial Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals and retirees, and offers his clients a wide range of financial services, including: retirement income planning, business succession and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer.
For his full bio, visit: nicolawealth.local/Our-Team/Ethan-Astaneh
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.